Soltis Invetment Advisors — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Soltis Invetment Advisors is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $67,612 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Soltis Invetment Advisors. Bars show relative scale.
- 1
State footprint
Where Soltis Invetment Advisors appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
- 1WI1 plan(s)
City footprint
Cities where plans reporting Soltis Invetment Advisors are sponsored, by plan count.
- 1Green Bay, WI1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1
Frequently asked questions
- What does Form 5500 Schedule C report about Soltis Invetment Advisors?
- Public Form 5500 Schedule C filings report compensation paid to Soltis Invetment Advisors as a plan service provider. Across loaded filings, total reported compensation is $67,612.
- How many plans report Soltis Invetment Advisors as a service provider?
- Soltis Invetment Advisors appears on 1 loaded plan(s) across 1 sponsor(s).